TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$6.13M
3
+$5.09M
4
ABT icon
Abbott
ABT
+$3.31M
5
SHW icon
Sherwin-Williams
SHW
+$3.04M

Top Sells

1
+$7.35M
2
+$6.62M
3
+$3.76M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.45M
5
V icon
Visa
V
+$3.31M

Sector Composition

1 Technology 10.78%
2 Healthcare 8.52%
3 Financials 6.99%
4 Communication Services 5.6%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.37M 0.3%
156,496
-9,864
77
$5.32M 0.3%
28,708
+1,093
78
$5.19M 0.29%
93,348
+574
79
$5.08M 0.28%
60,573
+10,241
80
$4.97M 0.28%
119,860
+8,280
81
$4.9M 0.27%
17,625
+3,604
82
$4.76M 0.27%
127,456
-1,072
83
$4.74M 0.27%
196,845
-5,776
84
$4.7M 0.26%
24,238
-337
85
$4.68M 0.26%
19,365
+178
86
$4.59M 0.26%
74,337
-3,217
87
$4.49M 0.25%
96,183
+2,349
88
$4.47M 0.25%
12,518
-1,031
89
$4.4M 0.25%
120,900
-1,070
90
$4.35M 0.24%
19,193
-290
91
$4.32M 0.24%
19,693
+348
92
$4.31M 0.24%
11,235
+1,167
93
$4.28M 0.24%
17,013
-355
94
$4.19M 0.23%
44,777
+6,094
95
$4.17M 0.23%
90,113
-14,435
96
$4.16M 0.23%
65,903
+34,388
97
$4.12M 0.23%
106,523
+12,932
98
$4.09M 0.23%
107,077
-10,610
99
$4.02M 0.23%
36,956
+30,438
100
$3.99M 0.22%
84,720
-10,487
2 3
4
5 6